Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1276
2025
Q1
Hold
0
1241
2024
Q4
Sell
-2,289
Closed -$542K 1205
2024
Q3
$542K Buy
+2,289
New +$542K 0.02% 273
2024
Q2
Hold
0
1172
2024
Q1
Hold
0
964